# Hobbs Wealth Management

> Hobbs Wealth Management is an SEC-registered investment advisory firm in Zionsville, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 325374
- Filed as: HOBBS WEALTH MANAGEMENT
- Legal name: Hobbs Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zionsville, IN
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325374
- AdvisorCensus page: https://advisorcensus.com/firm/hobbs-wealth-management-zionsville-in-325374

## Quick answers

**How is Hobbs Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hobbs Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Hobbs Wealth Management charge?**
Its Form ADV Part 2A brochure dated February 26, 2026 states: Flat fee: $2,500 to $10,000 (Financial Planning); Hourly rate: $450 to $650 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hobbs Wealth Management located?**
Hobbs Wealth Management's principal office is in Zionsville, IN, according to its Form ADV.

**Is Hobbs Wealth Management registered with the SEC or a state?**
Hobbs Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 325374.

**How much does Hobbs Wealth Management manage?**
Hobbs Wealth Management reports $146,673,348 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have Hobbs Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Hobbs Wealth Management: Regulatory assets under management: $116,547,005 in the October 2025 data and $146,673,348 in the October 2026 data, up 26%. Total employees: 2 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hobbs Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (129); high net worth individuals (65).

**Which custodians does Hobbs Wealth Management use?**
Hobbs Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hobbs Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/325374

**Does Hobbs Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not have a minimum account size requirement."

**What changed in Hobbs Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

- Flat fee: $2,500 to $10,000 (Financial Planning)

> Financial Planning will generally be offered on a fixed fee basis. The fixed fee will be agreed upon before the start of any work. The fixed fee can range between $ 2,500.00 and $10,000.00.

- Hourly rate: $450 to $650 an hour (Financial Planning)

> Financial Planning fee is an hourly rate between $ 450.00 and $650.00 per hour, depending on complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $146,673,348
- Discretionary: $146,673,348
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 129 | $35,195,603 |
| High net worth individuals | 65 | $111,471,745 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hobbswealth.com](https://hobbswealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $116,547,005 | 2 | March 14, 2025 |
| October 2026 | $146,673,348 | 6 | March 4, 2026 |

Regulatory assets under management: $116,547,005 in the October 2025 data and $146,673,348 in the October 2026 data, up 26%.
Total employees: 2 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in TX.

### March 2026
- Regulatory assets under management went from $116,547,005 to $146,673,348 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hobbs Wealth Management (CRD 325374): Form ADV filing data as of October 2026.